Referencing update

When to use it

• Referencing has been started and someone is waiting.
• You need a document from the applicant and the request should be specific.
• The landlord needs to know you are stuck, without receiving the credit file.

How to adapt it

1. Copy the template into a draft, not into a live send.
2. Replace every bracket with a fact from the file. If you do not have the fact, delete the sentence.
3. Read it once as the client. Take out anything you would not say on the phone.
4. Send it only after a person has approved the final text, from the right account.

Copy this draft

Subject: Referencing — [address]

Hello [name],

Referencing for [address] is [not yet started / with the referencing company / waiting on you / back, and the landlord is deciding].

[If waiting on the applicant: please send [the specific item] to [the proper channel, not this open thread if your process says otherwise].]

I will write again when the status changes. This email does not include the reference report.

[Your name]

Before you send it

• Right to rent, in England, gets its own sentence if it is still outstanding. Do not fold it into “referencing passed”.
• If the application is not proceeding, say that plainly and say what happens to any holding deposit under the rules that apply, after a person has checked those rules. Do not freelance a refund policy.
• A US application email can talk about the application and the screening company your office uses. Do not call it referencing if the staff will not recognise the word.

Questions